Tax Prep Kissimmee - Kissimmee (FL)

Kim Johnson Greg and the team at Retirement Income Source SW FL are great to work with. Greg helped me with my old IRA and gave me peace of mind over my investments. He is very thorough and professional, and relays concepts in ways I understand. I highly recommend him for your retirement planning.

Darryl Steinhauser No one there and my call was not returned

Scot Collins Reuben Bryant was extremely helpful and friendly. He made our experience wonderful. The facility was lovely.

Melissa Sherk-Keech Sarasota Realtor I have had an amazing experience working with Corey Sherk in Bradenton Florida. He has taken the time to understand my financial goals and is always happy to explain in depth anything I have questions on. No confusing jargon- just solid advice and smart strategies that make me feel confident about my future. If you are looking for a financial advisor who is approachable, knowledgeable and genuinely cares about your financial future, he is the one to call.

Mike Meltzer I have been using Bill Sines at Senior Financial Services for 11 years. Both investments and tax preparation. Great team.

Patricia Sublett Very friendly and helpful with the best prices by far within a 100 mile radius.

Shelton Hall Larry has done a great job managing an account for me. Very happy with the returns. Ive been glad to refer Larry to friends and family.

Danny Torivio Dont like how they do things. They at very friendly, and quick people, but I get paid every Friday and if I dont deposit my check by 9 it will not be on my account on Monday because they dont open on the weekend. I do like this bank, just not how they schedule things when you really need that bank the most I hope they will do something so I can still get my check on Saturday because I dont get off work on Fridays until 9 to 10 pm and I get my check in the afternoon while Im working

Susan Emanuel We moved to Mandarin FL from Massachusetts in August of 2018. We are retired and we needed to find new doctors and health insurance for 2019 year. My daughter, who is in the medical field met Dawn in Walmart. They talk and my daughter felt very confident that Dawn could help us. We contacted her and she came to our home and spent hours going over health plans. She is very knowledgeable and pleasant to work with. She checked to see that our new doctors were in one these plans. The plan was good and she said she would review it again for 2020. Plans changed in 2020 and she got with us and reviewed a new plan, which we switched to. She also said that they do financial planning. We went and saw Jeff, her husband was great to work with and we got a good plan that protected us from major financial hits. So with all that said if you are looking for Health and Financial planning along with great people to work with go with Family tree Financial. susan